Contacts
Back In the Contacts section under CRM, the Contacts of a company can be added to an existing customer in DocketManager. Contacts are the only point of contact in DocketManager, ...
Mon, Jun 26, 2023 at 10:06 AM
Back In the contacts section under CRM, the contacts of a company can be added to an existing customer in DocketManager. Contacts are the only point of contact in DocketManager, all communication...
Tue, Jul 13, 2021 at 2:18 PM
Back There are a few ways to open a Contact Edit modal. CRM > Contact > Edit from vertical ellipses drop-down Contact View page > Actions > Edit Customer View page > Contacts s...
Tue, Jul 13, 2021 at 2:26 PM
Back In the contacts section under CRM, the contacts of a company can be added to an existing customer in DocketManager. Contacts are the only point of contact in DocketManager, all communication...
Tue, Jul 13, 2021 at 2:33 PM
Back The Locations section of the Contact Edit modal allows for locations to be set for a Contact. All contacts can have one default shipping location and one default billing location, but can ha...
Tue, Jul 5, 2022 at 3:30 PM
Back Step Action 1. Select {CRM} and then select the Contacts tab. Note: Contacts cannot be individually sele...
Thu, Jul 15, 2021 at 10:55 AM
Back Bulk Actions are a selection of fields that can be used to quickly update information on one or more items without having to edit them individually. The system will determine if a recalculat...
Thu, May 2, 2024 at 3:27 PM
Back Contacts can have credit cards stored on their profiles in DocketManager, making it easier to apply payments to their orders. Adding Financial Profiles for a Contact Step Action ...
Tue, Jul 5, 2022 at 2:33 PM
To Navigate to Contacts: Step Action 1. Select {CRM} and then select the Contacts tab. 2. Use search filters to locate the desired Contact. 3. Select the contac...
Thu, Sep 12, 2019 at 2:09 PM
Back The Contact View page is divided into the following sections: Section Description Actions The following Actions can be taken for a contact: Edit - Opens the Contact Edit page. Ema...
Mon, May 31, 2021 at 10:25 AM